First Foundation Advisors’s W.P. Carey WPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,968
| Closed | -$314K | – | 460 |
|
|
2022
Q1 | $314K | Buy |
3,968
+147
| +4% | +$11.6K | 0.01% | 332 |
|
|
2021
Q4 | $307K | Sell |
3,821
-11
| -0.3% | -$884 | 0.01% | 339 |
|
|
2021
Q3 | $274K | Buy |
3,832
+82
| +2% | +$5.86K | 0.01% | 358 |
|
|
2021
Q2 | $274K | Buy |
3,750
+853
| +29% | +$62.3K | 0.01% | 380 |
|
|
2021
Q1 | $201K | Buy |
+2,897
| New | +$201K | 0.01% | 399 |
|